Our Vision

Actis Wealth Management was founded in 2001 with the aim of bringing an institutional-style investing approach to you. We feel that individual investors should benefit from the same type of investment access and asset allocation processes that are utilized by the world’s largest institutions, including pension funds and university endowments.

We are committed to understanding our clients’ unique lives and provide custom-tailored solutions to your financial & insurance needs. We will strive to coordinate & simplify our clients’ financial lives so that you can focus on the more important & meaningful areas of your life. At Actis Wealth Management, we act as your own personal “Chief Financial Officer” to provide you with simple, tailored solutions that can help you pursue financial freedom. By having a personal relationship with us, you no longer have to rely on the information you receive from sales people and others who are paid only when you purchase what they are selling. Instead, you can turn to us for unbiased guidance before you make financial decisions like saving for retirement, buying a home, sending a child to college, purchasing insurance, etc.

The financial consultants of Actis Wealth Management L.L.C. are registered representatives with and offer securities and fee based accounts through LPL Financial, Member FINRA/SIPC. br>

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with individuals residing in states where we are currently registered. We are licensed in the following states: AZ, CA, CO, CT, FL, IA, IL, IN, KS, MD, MI, MN, MO, MT, NE, NJ, OH, PA, SD, TX.
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